Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding CitiGroup Inc 3.98% 3/20/2030 in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AUTOMATIC DATA PROCESSING, INC. AUTOMATIC DATA PROCESSING INC PENSION RETIREMENT PLAN | ROSELAND NJ | 9,395 | $1.8B | $2.2M |
| 2 | NISIVOCCIA LLP NISIVOCCIA LLP 401(K) PLAN | MT. ARLINGTON NJ | 142 | $35.1M | $4K |
